| Name | Title | Ownership | Since |
|---|---|---|---|
| Samuel D King Control | Chief Compliance Officer | Under 5% | 2025 |
| Terrance Leo Cook Control | Managing Member | Over 75% | 2019 |
Parcion Private Wealth LLC reports $2.5 billion in regulatory assets under management on its Form ADV.
Parcion Private Wealth LLC reports 25 employees.
Parcion Private Wealth LLC is based in Bellevue, WA and has been SEC-registered since 2019.
Parcion Private Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 11980 NE 24th St, Suite 210, Bellevue, WA 98005 |
| Phone | 425-278-9555 |
| Office hours | 7:00 a.m. - 4:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $2.49B |
| Non-discretionary | $42.4M |
| Total (RAUM) | $2.53B |